As an Analyst, you will work within a sector team within Equity Research and will be matched to a team based on department need, your skill set and sector preferences. Throughout the program, you will work on a team collaborating with a lead Analyst.
The Analyst Program begins with a five-week training and development curriculum to equip you with the fundamental and professional skills you need to be successful. The curriculum includes course work in financial statement analysis, corporate finance and financial modeling in Excel, and a customized series of seminars presented by more experienced members of the department. You will have the opportunity to participate in training and study sessions to prepare you for the Series 7, 63, 86 and 87 exams. Studying for the CFA is strongly encouraged and supported by the Firm. Along with formal training, you will be assigned a mentor when you arrive at the Firm.